Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,412,675,673,91Notation au 31/07/2025 : 53 / 10027/08/25
Carmignac Pf Flexible Bond A EUR Acc4,535,6217,4910,32Notation au 31/07/2025 : 82 / 10028/08/25
Carmignac Patrimoine E EUR Acc8,939,4019,3010,07Notation au 31/07/2025 : 71 / 10028/08/25
Invesco Global Flex Bond E Acc EUR-7,80-4,040,829,59Notation au 31/07/2025 : 48 / 10028/08/25
Sistema Anima Europa A10,516,6224,8248,82Notation au 31/07/2025 : 46 / 10027/08/25
Franklin Diversified Dynamic N Acc EUR-0,813,8613,4235,12Notation au 31/07/2025 : 51 / 10028/08/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,992,521,74-3,65Notation au 31/07/2025 : 21 / 10028/08/25
SISF US Large Cap A Acc USD0,5713,2540,12105,59Notation au 31/07/2025 : 95 / 10028/08/25
Invesco Euro Ultra-Short Term Debt E Acc1,622,838,646,46Notation au 31/07/2025 : 44 / 10028/08/25
Carmignac Court Terme A EUR Acc1,362,398,577,35Notation au 31/07/2025 : 71 / 10028/08/25
DNCA Invest Eurose B EUR6,316,5518,9227,78Notation au 31/07/2025 : 75 / 10028/08/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



domenica 31 agosto 2025
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